Frontier Wealth Management’s Unity U Stock Holding History

Frontier Wealth Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,053	Closed	-$275K	–	425
2022 Q1	$275K	Buy	3,053 +858	+39%	+$88.9K	﹤0.01%	324
2021 Q4	$314K	Buy	2,195 +65	+3%	+$9.93K	0.02%	319
2021 Q3	$269K	Buy	2,130 +57	+3%	+$6.75K	0.02%	350
2021 Q2	$228K	Buy	+2,073	New	+$204K	0.02%	386

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SXM

SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Frontier Wealth Management's U Position: Q2 2022 in Review

Frontier Wealth Management sold out of Unity (U) in Q2 2022, closing a stake of 3,053 shares — an estimated $275K sold.

Frontier Wealth Management first reported a position in U in Q2 2021 and held it in 4 quarters. The position peaked at $314K in Q4 2021. 488 funds tracked by Wall St. Rank hold U as of Q2 2022.

Frontier Wealth Management reported no remaining Unity position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 3,053 Unity shares in Q2 2022, an estimated $275K.
Frontier Wealth Management first reported a position in Unity in Q2 2021 and held it in 4 quarters.
Frontier Wealth Management's Unity position peaked at $314K in Q4 2021.
488 funds tracked by Wall St. Rank held Unity as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.